Molly O’Shea

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Molly O’Shea

Molly O’Shea

@MollySOShea

Investing & Tech →Newsletter/Podcast @Sourceryy | HUGE Fan @brexhq @Turingcom @public @deel

LA / NYC / SF Katılım Ocak 2018
845 Takip Edilen54.7K Takipçiler
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Molly O’Shea
Molly O’Shea@MollySOShea·
BREAKING: Inside Palantir with Alex Karp Exclusive interview in Palantir’s office. We cover: - $PLTR record earnings - ~$500B market cap milestone - New Biography: The Philosopher in the Valley - The rise of AIP & its impact on global enterprise - Morality, value creation, & helping Americans win - Dyslexia, artistry, & Karp’s leadership philosophy - The Legacy of Rosita - Cupcakes Special thank you to @elianoayounes for the strategic vibes & the @PalantirTech team for helping put this together! Highlights: (00:00) Inside Palantir w/ Alex Karp (02:16) Building w/o hierarchy, the anti-playbook culture (05:00) Artistry & conviction in product creation (06:45) Ignoring consensus & betting on vision (08:45) Helping Americans win - soldiers, workers, investors (11:00) Moral conviction & the foundation of Palantir (13:00) Meritocracy, realism, & Western values (15:41) The Eisenhower Award & moral leadership (19:45) Dyslexia, intuition, & leading through instinct (22:38) Value creation vs. hype in the AI boom (26:19) Launching AIP - Palantir’s turning point (28:30) AIP as the operating system for the AI era (33:15) Rosita - family (39:55) Cupcake
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Evan
Evan@StockMKTNewz·
The US Federal Aviation Administration has brought in Palantir $PLTR and other companies to compete on a new AI tool for air traffic management - Bloomberg
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Molly O’Shea
Molly O’Shea@MollySOShea·
LIVE* @NYSE Trading Floor: AI Agents Are Taking Over Wall Street. “Anything you can do in your brokerage account, you can essentially automate with AI agents.” “We feel that is the biggest shift in how people invest.. because it goes away from clicking buttons to just expressing intent.” “It takes really everyone & moves them up to sophistication in their investing.” Leif Abraham (@leifthunder) Co-CEO of @public *This was pre-recorded, thank you for watching.
Molly O’Shea@MollySOShea

BREAKING: @public Co-CEO Leif Abraham (@leifthunder) Says Their AI Plan is Seriously Working Millions of users, billions in assets, billions in trading volume, + revenue doubling annually Recorded at @NYSE this is one of the more fun chats on finance & how Public is building the next-gen investing platform “for those who take it seriously." Public represents the first modern alternative to Schwab, Fidelity, & Vanguard — platforms built on decades-old infrastructure that haven't kept pace with today's investors or technology. Financial advisors are cooked. Public's difference: - Top 25% of wealth w/ real assets to compound - AI Agents automating investment workflows - "Generated Assets" creating custom indices — defense index up 350% in a month - Multi-asset trading (stocks, crypto, options, bonds - all in one place) 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Leif Abraham, Co-Founder & Co-CEO at Public (01:10) Competing with traditional brokers (03:45) AI agents for investing (05:22) Are Public’s videos AI or real? (06:31) Why the co-CEO model works (09:34) The evolution of Public (15:06) Growth, scale, and market cycles (17:59) Breaking down the product ecosystem (20:45) Public's design philosophy (22:59) Building portfolios with AI (26:33) Ideal customers (30:20) The decline of financial advisors (33:00) What AI replaces in wealth management (35:45) Risks and limits of AI agents (37:32) The “financial super app” debate (42:39) Prediction markets vs real investing (45:04) Will everything become tradable? (46:22) Tokenization: the hype vs. the reality (50:37) The future of financial platforms (55:56) VCX, closed-end funds & speculation risk (59:09) Would Public go public? (01:02:22) What’s next for Public (01:04:08) The dark AI prediction (01:06:52) Wealth taxes vs. UBI

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Molly O’Shea
Molly O’Shea@MollySOShea·
Financial advisors are cooked. "If you put 5 financial advisors in a room & you ask them what the strategy you should be investing in, you'll get 5 different answers.. & the person that has the best personality would be the one that wins." Leif Abraham (@leifthunder) Co-CEO of @public
Molly O’Shea@MollySOShea

BREAKING: @public Co-CEO Leif Abraham (@leifthunder) Says Their AI Plan is Seriously Working Millions of users, billions in assets, billions in trading volume, + revenue doubling annually Recorded at @NYSE this is one of the more fun chats on finance & how Public is building the next-gen investing platform “for those who take it seriously." Public represents the first modern alternative to Schwab, Fidelity, & Vanguard — platforms built on decades-old infrastructure that haven't kept pace with today's investors or technology. Financial advisors are cooked. Public's difference: - Top 25% of wealth w/ real assets to compound - AI Agents automating investment workflows - "Generated Assets" creating custom indices — defense index up 350% in a month - Multi-asset trading (stocks, crypto, options, bonds - all in one place) 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Leif Abraham, Co-Founder & Co-CEO at Public (01:10) Competing with traditional brokers (03:45) AI agents for investing (05:22) Are Public’s videos AI or real? (06:31) Why the co-CEO model works (09:34) The evolution of Public (15:06) Growth, scale, and market cycles (17:59) Breaking down the product ecosystem (20:45) Public's design philosophy (22:59) Building portfolios with AI (26:33) Ideal customers (30:20) The decline of financial advisors (33:00) What AI replaces in wealth management (35:45) Risks and limits of AI agents (37:32) The “financial super app” debate (42:39) Prediction markets vs real investing (45:04) Will everything become tradable? (46:22) Tokenization: the hype vs. the reality (50:37) The future of financial platforms (55:56) VCX, closed-end funds & speculation risk (59:09) Would Public go public? (01:02:22) What’s next for Public (01:04:08) The dark AI prediction (01:06:52) Wealth taxes vs. UBI

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COATUE
COATUE@coatuemgmt·
In under a year in market, CTEK has already captured meaningful share in the tender offer fund landscape — now ranking as the 7th largest fund in the category. Per the Q1 2026 Stanger Closed End Fund Report. Learn more ⬇️
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sourcery
sourcery@sourceryy·
Public Co-CEO @leifthunder on UBI: "I think UBI is generally a good concept." "I'd argue that it's not just the ability for you to pay for your living, but it's also about having purpose in society." "Purpose is maybe even more important than just giving everyone money."
Molly O’Shea@MollySOShea

BREAKING: @public Co-CEO Leif Abraham (@leifthunder) Says Their AI Plan is Seriously Working Millions of users, billions in assets, billions in trading volume, + revenue doubling annually Recorded at @NYSE this is one of the more fun chats on finance & how Public is building the next-gen investing platform “for those who take it seriously." Public represents the first modern alternative to Schwab, Fidelity, & Vanguard — platforms built on decades-old infrastructure that haven't kept pace with today's investors or technology. Financial advisors are cooked. Public's difference: - Top 25% of wealth w/ real assets to compound - AI Agents automating investment workflows - "Generated Assets" creating custom indices — defense index up 350% in a month - Multi-asset trading (stocks, crypto, options, bonds - all in one place) 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Leif Abraham, Co-Founder & Co-CEO at Public (01:10) Competing with traditional brokers (03:45) AI agents for investing (05:22) Are Public’s videos AI or real? (06:31) Why the co-CEO model works (09:34) The evolution of Public (15:06) Growth, scale, and market cycles (17:59) Breaking down the product ecosystem (20:45) Public's design philosophy (22:59) Building portfolios with AI (26:33) Ideal customers (30:20) The decline of financial advisors (33:00) What AI replaces in wealth management (35:45) Risks and limits of AI agents (37:32) The “financial super app” debate (42:39) Prediction markets vs real investing (45:04) Will everything become tradable? (46:22) Tokenization: the hype vs. the reality (50:37) The future of financial platforms (55:56) VCX, closed-end funds & speculation risk (59:09) Would Public go public? (01:02:22) What’s next for Public (01:04:08) The dark AI prediction (01:06:52) Wealth taxes vs. UBI

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Roy
Roy@im_roy_lee·
bryan kim is my favorite investor truly founder friendly has always been on my side and busted his ass off to help any time i needed anything ever there are very few investors i will say this about, but if you get the chance, i would recommend you work with bryan
Bryan Kim@kirbyman01

PERSONAL UPDATE: After 5+ years, I am leaving @a16z to start a fund! This was the toughest career decision of my life. I learned from the best partners and was privileged to work with incredible founders. So why leave? It is simply time to build. More to come on this.

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Molly O’Shea retweetledi
Applied Intuition
Applied Intuition@AppliedInt·
1000+ engineers. 40 ex-CTOs. 30 former founders. When we say we are an entrepreneurial company, we really mean it. @MollySOShea @sourceryy
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sourcery
sourcery@sourceryy·
.@kirbyman01 says fund size doesn't win deals anymore:⁣ ⁣ "World class founders have all the options."⁣ ⁣ "Dollar is green—you can work with a16z or an angel. It's the same dollar."⁣ ⁣ "It's less about fund size and more about what value can you add."
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Molly O’Shea retweetledi
Bryan Kim
Bryan Kim@kirbyman01·
PERSONAL UPDATE: After 5+ years, I am leaving @a16z to start a fund! This was the toughest career decision of my life. I learned from the best partners and was privileged to work with incredible founders. So why leave? It is simply time to build. More to come on this.
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Molly O’Shea
Molly O’Shea@MollySOShea·
"I don't know if that's a value that people would like to spend 1% or 2% of their portfolio on in the future." Financial therapy apps  coming soon on public.
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Molly O’Shea
Molly O’Shea@MollySOShea·
@leifthunder "So if you have anxiety, everything is red 🚨, everything the advisor will do is basically will be like, okay, here's the context of what it's happening, don't worry about it. And you'll be like, oh, okay, okay, okay, okay. It's fine."
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sourcery@sourceryy·
.@leifthunder says Public lets you create custom indexes—including a “deadlift index” so you can invest only in founders who lift: "There's some people who just do funny stuff." "We have a commercial out where it's, 'I want founders who are marathon runners.'"
Molly O’Shea@MollySOShea

BREAKING: @public Co-CEO Leif Abraham (@leifthunder) Says Their AI Plan is Seriously Working Millions of users, billions in assets, billions in trading volume, + revenue doubling annually Recorded at @NYSE this is one of the more fun chats on finance & how Public is building the next-gen investing platform “for those who take it seriously." Public represents the first modern alternative to Schwab, Fidelity, & Vanguard — platforms built on decades-old infrastructure that haven't kept pace with today's investors or technology. Financial advisors are cooked. Public's difference: - Top 25% of wealth w/ real assets to compound - AI Agents automating investment workflows - "Generated Assets" creating custom indices — defense index up 350% in a month - Multi-asset trading (stocks, crypto, options, bonds - all in one place) 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Leif Abraham, Co-Founder & Co-CEO at Public (01:10) Competing with traditional brokers (03:45) AI agents for investing (05:22) Are Public’s videos AI or real? (06:31) Why the co-CEO model works (09:34) The evolution of Public (15:06) Growth, scale, and market cycles (17:59) Breaking down the product ecosystem (20:45) Public's design philosophy (22:59) Building portfolios with AI (26:33) Ideal customers (30:20) The decline of financial advisors (33:00) What AI replaces in wealth management (35:45) Risks and limits of AI agents (37:32) The “financial super app” debate (42:39) Prediction markets vs real investing (45:04) Will everything become tradable? (46:22) Tokenization: the hype vs. the reality (50:37) The future of financial platforms (55:56) VCX, closed-end funds & speculation risk (59:09) Would Public go public? (01:02:22) What’s next for Public (01:04:08) The dark AI prediction (01:06:52) Wealth taxes vs. UBI

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Mike Solana
Mike Solana@micsolana·
controversial but california should consider pausing the policies that raise the price of gas, just see how that goes for the average person for a little while
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